Sophisticated Investor

The sophisticated investor knows as much as the qualified investor but he has also studied advantages available through the  legal system

• Tax law

• Corporate law

• Securities law

It allows the sophisticated investor to often gain higher returns with very low risk using the  different disciplines of law

It allows them to acces

E-C-T

• Entity

• Timing

• Character

E=stands for control over the entity = choice if business

If you want to be a rich private citizen you need to be as poor and penniless as possible on paper

Anything in your name is a target for predators and lawyers

Proper financial planning bot both the families and the business will help through the  use of insurance, trust limited partnerships or corporations

I recommend a financial  tax advisor

The moment you understand the game of money is a game of control which is not making more money but gaining more financial control

This is why you need to have your money work for you so you can make more money because if you are focused on ordinary income you end up paying more in taxes

As a investor to have to control

1. Yourself

2. Control income /expense ratios assets /liabilities ratio

3. Control over taxes

4. When you buy/sell

5. Brokerage transactions

6. E-C-T ( entity, timing, characteristics

You must have

Education

Experience

Excess cash

A sophisticated invested  understands the impact and advantages of the law they may invest in management teams without controlling interest in the company

They lack the lack control over the   management of the asset and therefore only having access to public information this lack of management is the difference between a sophisticated investor and a inside investor